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Anchor 3(16) Fiduciary Solutions
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Compass
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Strongpoint Partners
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ESOP Administration Consultant Blue Ridge Associates
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Regional Vice President, Sales MAP Retirement USA LLC
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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July Business Services
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Combo Retirement Plan Administrator Strongpoint Partners
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Retirement Plan Administration Consultant Blue Ridge Associates
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Managing Director - Operations, Benefits Daybright Financial
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Key Considerations for ERISA Investors in Private Investment Funds
Proskauer's ERISA Practice Center
Nov. 12, 2018
"[R]eviewing the terms of the fund documents is a critical aspect to a fiduciary's satisfaction of its fiduciary duties with respect to such investment.... [T]he terms of the fund documents may dictate whether an investment in the fund is an appropriate one for a particular ERISA investor, or whether it is flat out prohibited, or maybe just likely to result in a potential issue, such as a non-exempt prohibited transaction. Similarly, if the ERISA related terms of the fund documents are completely off market in a negative way, then that might make it more difficult for a plan fiduciary to make the case that investing in such a fund is prudent."
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